Purchases and Sales Made in Q4 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65.8K+ 761.35% |
$4.69M - $5.01M
|
74.4K
$5.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.3K+ 718.24% |
$4.51M - $4.82M
|
72.1K
$5.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
62.5K+ 36.05% |
$4.45M - $4.76M
|
236K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61K+ 98.48% |
$4.35M - $4.64M
|
123K
$9.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
60.6KNew |
$4.31M - $4.61M
|
60.6K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
59.6K+ 1845.98% |
$4.25M - $4.54M
|
62.9K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.6K+ 150.03% |
$4.11M - $4.39M
|
96K
$7.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.5K+ 524.67% |
$3.95M - $4.22M
|
66K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
55.4K+ 569.65% |
$3.94M - $4.21M
|
65.1K
$5.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
54.2KNew |
$3.86M - $4.13M
|
54.2K
$4.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
53.9KNew |
$3.84M - $4.1M
|
53.9K
$4.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
50.3KNew |
$3.58M - $3.83M
|
50.3K
$3.97M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
50.2KNew |
$3.58M - $3.82M
|
50.2K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50.2K+ 365.37% |
$3.57M - $3.82M
|
63.9K
$5.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
49.6K+ 2.94% |
$3.54M - $3.78M
|
1.74M
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
49.5KNew |
$3.53M - $3.77M
|
49.5K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
48.5KNew |
$3.46M - $3.69M
|
48.5K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
47.7K+ 9.39% |
$3.4M - $3.63M
|
556K
$43.9M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
46.9KNew |
$3.34M - $3.57M
|
46.9K
$3.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.3KNew |
$3.22M - $3.44M
|
45.3K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
45KNew |
$3.21M - $3.42M
|
45K
$3.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
44KNew |
$3.13M - $3.35M
|
44K
$3.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
43.2KNew |
$3.08M - $3.29M
|
43.2K
$3.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
42.4K+ 701.8% |
$3.02M - $3.23M
|
48.5K
$3.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42.1K+ 128.7% |
$3M - $3.2M
|
74.8K
$5.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
41.7KNew |
$2.97M - $3.17M
|
41.7K
$3.29M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
41.5KNew |
$2.95M - $3.16M
|
41.5K
$3.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40.6K+ 35.65% |
$2.89M - $3.09M
|
154K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
39.9KNew |
$2.84M - $3.04M
|
39.9K
$3.15M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
39.1KNew |
$2.78M - $2.97M
|
39.1K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
39K+ 271.68% |
$2.78M - $2.97M
|
53.4K
$4.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
38.9KNew |
$2.77M - $2.96M
|
38.9K
$3.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
38.3K+ 9136.28% |
$2.73M - $2.91M
|
38.7K
$3.06M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36.4KNew |
$2.59M - $2.77M
|
36.4K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
36.2K+ 11.41% |
$2.58M - $2.76M
|
354K
$27.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 3.42% |
$2.53M - $2.7M
|
1.07M
$84.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
33.8K+ 1081.75% |
$2.41M - $2.58M
|
37K
$2.92M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.6K+ 15.58% |
$2.39M - $2.56M
|
249K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
33.6KNew |
$2.39M - $2.56M
|
33.6K
$2.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33.2KNew |
$2.37M - $2.53M
|
33.2K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
33.2K+ 15.13% |
$2.36M - $2.53M
|
253K
$19.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
33.2KNew |
$2.36M - $2.52M
|
33.2K
$2.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
32.3K+ 207.94% |
$2.3M - $2.46M
|
47.8K
$3.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
31.8K+ 105.14% |
$2.27M - $2.42M
|
62.1K
$4.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
31.5K+ 21.77% |
$2.24M - $2.4M
|
176K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31.4KNew |
$2.24M - $2.39M
|
31.4K
$2.48M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
31K+ 1611.17% |
$2.21M - $2.36M
|
32.9K
$2.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
30.9KNew |
$2.2M - $2.35M
|
30.9K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30.9KNew |
$2.2M - $2.35M
|
30.9K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30.6K+ 291.55% |
$2.18M - $2.33M
|
41.1K
$3.24M
|